Position in COF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$559,328
+$1,093 QoQ
Shares Held
2,788
-8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,217
of 2,096 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $26,671,841 across 6 Credit Services names. COF ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
28,157 | $9,660,384 | |
| 2 | MA |
Mastercard Inc
|
14,737 | $7,568,923 | |
| 3 | AXP |
American Express Co
|
20,602 | $6,968,626 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
32,896 | $1,420,449 | |
| 5 | COF |
Capital One Financial Corp
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|
2,788 | $559,328 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
27,559 | $494,131 |
All Filings in COF
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559,328 | 2,788 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $558,235 | 3,060 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $932,116 | 3,846 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $910,267 | 4,282 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $870,188 | 4,090 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $456,318 | 2,545 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $470,586 | 2,639 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $415,949 | 2,778 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $358,308 | 2,588 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $333,662 | 2,241 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $272,860 | 2,081 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||